Demo

Client Success Representative

Platinum Coastal Group
Rochester, NY Full Time
POSTED ON 12/10/2025 CLOSED ON 12/31/2025

What are the responsibilities and job description for the Client Success Representative position at Platinum Coastal Group?

Entry-Level Client Success Representative (On-Site)

This is an in-person position. Candidates must be able to commute Monday through Friday.

We are looking for a friendly, reliable, and motivated Customer Service Representative to join our on-site team. In this role, you will be the first point of contact for customers visiting our location, assisting with questions, resolving concerns, and helping them navigate our products and services. Your interactions play a key role in shaping the customer’s experience and building long-term loyalty.

A great fit for this position is someone who enjoys working with people, communicates clearly, and is eager to learn. You will work closely with team members and other departments to ensure customer needs are met quickly and professionally.

Key Responsibilities

  • Greet and assist customers in-store with questions, needs, and product information.
  • Provide accurate details about services, pricing, and company offerings.
  • Address customer concerns and resolve issues promptly and professionally.
  • Maintain a positive, helpful attitude in all interactions.
  • Document customer interactions and updates accurately.
  • Follow up with customers when needed to ensure their issue is fully resolved.
  • Escalate complex issues to the appropriate department when required.
  • Support customers with orders, changes, and cancellations.
  • Collect customer feedback and share insights with management.
  • Participate in regular training to build product and policy knowledge.
  • Work collaboratively with team members to deliver excellent service.
  • Track and report common customer questions or concerns.
  • Stay up to date on company procedures, promotions, and policies.
  • Assist with in-store marketing efforts and communicate promotions to customers.
  • Contribute to a positive team culture and offer support to colleagues.

Requirements

  • High school diploma or equivalent (some college a plus but not required).
  • Previous customer-facing experience is helpful but not mandatory.
  • Strong verbal and written communication skills.
  • Comfortable learning new systems, tools, and basic customer service software.
  • Ability to multitask and stay organized in a fast-paced environment.
  • Strong problem-solving skills and a proactive mindset.
  • Ability to work independently and with a team.
  • Reliable, punctual, and able to maintain professionalism under pressure.
  • Flexible availability, including occasional weekends or holidays if needed.
  • Willingness to participate in ongoing training and skill development.
  • Positive attitude and a strong commitment to helping customers.

Skills: ability to multitask,active listening,excellent organizational and time management skills,problem solving,familiarity with crm systems,positive attitude,customer feedback analysis,bilingualism,customer relationship management (crm),crm systems,customer service,customer service software proficiency,customer service software,knowledge of crm systems,effective communication,multi-tasking,organizational and time management skills,strong analytical skills,customer feedback,flexibility,collaboration,customer satisfaction and service excellence,basic understanding of business operations,oral communication,strong oral and written communication skills,customer service skills,strong interpersonal skills,teamwork and collaboration,strong analytical and problem-solving abilities,strong oral and written communication,time management,resilience,analytical and problem-solving abilities,empathy,flexibility in schedule availability,teamwork,excellent organizational skills,oral and written communication skills,familiarity with crm systems and practices,organization,time management skills,flexible scheduling,proficiency in customer service software and tools,proficiency in customer service software,sales support,crm systems and practices,positive attitude and resilience,crm familiarity,strong communication skills,problem-solving abilities,bilingual or multilingual abilities,ability to multitask and prioritize effectively under pressure,analytical abilities,customer satisfaction commitment,flexibility in schedule,flexibility and adaptability,communication,customer service representatives,problem resolution,ability to multitask and prioritize under pressure,interpersonal skills,ability to multitask and prioritize,customer satisfaction,fluent in multiple languages,crm knowledge,organization skills,language fluency,conflict resolution,multitasking and prioritization,customer feedback management,prioritization,customer feedback gathering,team collaboration,organizational skills,multitasking,documentation,crm systems familiarity,problem-solving,sales,problem-solving skills,customer service and support,customer service experience,ability to multitask and prioritize effectively,flexible schedule availability,analytical skills,service excellence,resilience in challenging situations,communication skills,written communication,adaptability,basic understanding of business operations and customer needs

Salary : $20 - $25

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